Practical ERP Resources for Business and IT Leaders
We are preparing a library of practical checklists and guides drawn from how we run our own projects. They are written for decision makers and project teams who want to prepare well before an ERP or software project starts. The resources below are in preparation and will be published here as each one is ready.
Our resource library is being prepared and is not yet published. It will include ERP readiness and implementation checklists, data migration and UAT guides, e-invoicing preparation guides for Egypt and Saudi Arabia, and sector checklists. Until then, the fastest way to get practical guidance for your situation is a consultation with our team.
Planning and implementation guides
Each guide below is in preparation. Coming soon.
ERP readiness checklist (coming soon)
Questions to answer before selecting or implementing an ERP: goals, owners, processes, data and budget assumptions.
Odoo implementation checklist (coming soon)
A phase-by-phase checklist from kick-off to customer sign-off, based on our delivery methodology.
Data migration guide (coming soon)
How to clean and prepare customers, vendors, products, opening balances and open documents for import.
UAT script template (coming soon)
A template for writing test scenarios, recording results and logging issues during user acceptance testing.
Odoo version upgrade guide (coming soon)
What to review before upgrading: custom modules, reports, integrations, data and testing scope.
Compliance preparation guides
Practical preparation guides, not legal or tax advice. Coming soon.
Egypt e-invoice and e-receipt readiness (coming soon)
Steps to prepare item codes, customer tax data and certificates before connecting to the ETA systems.
Saudi ZATCA e-invoicing readiness (coming soon)
An overview of phase 1 and phase 2 preparation, with a reminder to verify your wave and obligations with ZATCA.
Access rights review checklist (coming soon)
A checklist for reviewing user groups, record rules and segregation of duties in Odoo.
Sector checklists in preparation
Short checklists per industry, each coming soon.
- Manufacturing: BoMs, routings, costing and quality points
- Retail and eCommerce: catalogue, pricing, branches and POS hardware
- Healthcare: patient journey, billing model and access design
- Education: fee plans, admissions stages and guardian data
- Logistics: locations, barcodes, carriers and fleet data
- Real estate: units, payment plans and cheque handling
- Professional services: billing models and timesheet policy
- Hospitality: menu, recipes and branch closing
How to get guidance before the library is ready
We prefer to publish fewer resources that are accurate and genuinely useful rather than many generic ones. While the library is being prepared, our consultants can walk you through the relevant checklist during a consultation and apply it to your situation.
Regulatory topics such as e-invoicing change over time. When compliance guides are published, each will show the date it was last reviewed, and you should always confirm current obligations with the relevant authority or your advisor.
Frequently asked questions
When will the resources be available?
They are being prepared and will be published on this page as each one is ready. We do not commit to specific dates because we review each guide for accuracy before publishing.
Will the resources be free?
Our intention is to make the checklists and guides available on this website. Some may ask for your contact details, and any such request will follow our privacy policy and consent choices.
Are the compliance guides legal or tax advice?
No. They are practical preparation guides for systems and data. Your obligations should be confirmed with the tax authority, ZATCA or ETA as relevant, and with your own advisors.
Can I get a checklist for my sector now?
Yes, in a consultation. Our consultants will go through the relevant sector questions with you and help you identify the main risks and preparation steps for your project.
Want guidance tailored to your project now?
Book a consultation and we will walk through the relevant checklist with you.